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HDFC Flexi Cap Fund vs SBI Flexicap Fund compare
HDFC Flexi Cap Fund - Growth Plan
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹85560 Cr | ₹22504 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 1995 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 42.17% | 55% |
| Expense Ratio | 1.42 | 1.67 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179K01608 | INF200K01222 |
| Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 0.98% | 1.71% |
| 6 Month | 7.13% | 6.63% |
| 1 Year | 12.55% | 7.12% |
| 3 Year | 21.42% | 13.16% |
| 5 Year | 26.57% | 16.52% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 3.1% | 2.21% |
| 1 Year | 15.7% | 10.04% |
| 3 Year | 19.85% | 11.2% |
| 5 Year | 21.23% | 11.71% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 19.61% | 12.19% |
| 3 Year | 18.48% | 12.85% |
| 5 Year | 16.58% | 13.23% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 10.59% | 10.98% |
| Sharp | 1.34% | 0.63% |
| Beta | 0.78% | 0.82% |
| Alpha | 6.79% | -1.66% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 12.06 | 10.43 |
| Large Cap | 74.74 | 64.07 |
| Small Cap | 9.87 | 12.47 |
| Mid Cap | 3.33 | 13.04 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 9.24 | 3.17 |
| Technology | 4.98 | 6.09 |
| Consumer Cyclical | 17.25 | 12.88 |
| Industrials | 5.21 | 12.19 |
| Basic Materials | 5.99 | 13.4 |
| Financial Services | 39 | 37.44 |
| Healthcare | 8.73 | 1.87 |
| Real Estate | 2.82 | - |
| Energy | 1.28 | 4.81 |
| Communication Services | 2.6 | 5.35 |
| Utilities | 2.23 | 1.77 |
| Consumer Defensive | 0.67 | 1.03 |
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